Change the Default Matter Folders
Did you know AppColl creates a default set of subfolders inside every new matter, including AsFiled, ClientCorrespondence, OfficialCorrespondence, and WorkinProgress (plus an Email folder for PM Plus accounts)? This standardized structure keeps every team member aligned on where to find or store documents from the moment a matter is opened.
Account administrators can tailor these defaults to match your firm's workflow by adding, renaming, or removing folders under Settings in the Files tab. New matters will automatically follow your updated structure, and existing matters can be brought into alignment using the Create Default Folders action.
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